Appointment Preparation

In-Person

• Bring Identification

• Relevant tax documents

• Bank account details

• Copy of last year’s tax return (new clients only)

• Secure document upload: conveniently share your documents by utilizing our client portal

• Set up a time for phone review

• Effortless signature completion: easily finalize necessary paperwork through our client portal

• Prepare your documents

• Drop off your sealed envelope at our office during business hours

• After hours-leave in secure drop box outside front door

• Check

• Cash

• Pay by refund

• Venmo

• Zelle